FSA
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Financial Services Advisory’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Financial Services Advisory’s Portfolio PEJ Stock Details PEJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,763
Closed -$875K – 50
2024
Q4 		$875K Buy
+16,763
New +$862K 0.21% 41
2021
Q2 		– Sell
-24,540
Closed -$1.13M – 48
2021
Q1 		$1.13M Sell
24,540
-30,829
-56% -$1.42M 0.51% 19
2020
Q4 		$2.22M Buy
+55,369
New +$1.95M 0.85% 17

Other funds holding PEJ

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Services Advisory's PEJ Position: Q1 2025 in Review

Financial Services Advisory sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q1 2025, closing a stake of 16,763 shares — an estimated $875K sold.

Financial Services Advisory first reported a position in PEJ in Q4 2020 and held it in 3 quarters. The position peaked at $2.22M in Q4 2020. 93 funds tracked by Wall St. Rank hold PEJ as of Q1 2025.

  • Financial Services Advisory reported no remaining Invesco Leisure and Entertainment ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Services Advisory sold 16,763 Invesco Leisure and Entertainment ETF shares in Q1 2025, an estimated $875K.
  • Financial Services Advisory first reported a position in Invesco Leisure and Entertainment ETF in Q4 2020 and held it in 3 quarters.
  • Financial Services Advisory's Invesco Leisure and Entertainment ETF position peaked at $2.22M in Q4 2020.
  • 93 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q1 2025.

Based on Financial Services Advisory's 13F filing for Q1 2025, filed 12 May 2025.